Morningstar's Christine Benz outlines how a bucket approach can guide allocation and rebalancing decisions in retirement, and offers pointers on distributing asset types across various retirement accounts .
These plans offer investors many benefits in saving for retirement, but they also have their drawbacks.
Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts .
Morningstar's Christine Benz shows you how to uncover portfolio strengths and weaknesses, determine the impact of market movements on your asset mix, and more.
New Study Reveals Workers Around the World are Unprepared for Retirement
Director of personal finance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.
This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...
Morningstar Introduces Next-Generation Defined Contribution Participant Advice and Managed Accounts Platform
Clients often unaware how much savings are needed to generate sufficient cash